They are answered by the XTRF community and our experts

Under review

Page refresh after canceling receivables and payables


When hitting cancel in the receivables or payebles window a page refesh still occurs.

This was solved for the save button. It would be great if tis also gets resolved for the cancel button.


User visibility - seeing when someone else is working on a project you're working on

Chloe 1 year ago in Home Portal / Classic Projects 0

We work with a sales and a project management team, and sometimes both of them are editing a project at the same time - perhaps adding additional information in the notes or assigning providers, etc.

Currently this means that someone's work won't be saved due to the system not being able to handle two lots of editing at the same time, and it's impossible to know when this will be the case as the system doesn't warn us until we try and save the work.

We'd like to suggest having some visibility of who is working on that particular project at the moment, like when you log in to a sharepoint file and you can see in the top of the page the person working on the project. Then we know not to try and edit it or can at least talk to the person to see how long they'll be working in there.


Production planning and bottlenecks

Sancho Leath 2 years ago in Home Portal / Smart Projects updated 1 year ago 1

We are trying to find a better way of anticipating production bottlenecks and engaging more in proactive production planning. As an LSP, it is easy to limit oneself to reactive production planning ... and deal with the consequences. Being able to anticipate bottlenecks in production resources and cyclical customer demand would help to be better prepared.

Essentially, the new productivity view that was recently introduced could be a very basic form of doing so, if it wasn't limited to 1 week!?! I truly hope the request for longer time periods (best case: date range definable by user) has been heard. This would at least cover the number and size of past/current/future jobs of a predefined (via SmartView filters) vendor group. Another way would be to extract all relevant data via API and running a custom analysis on PowerBI or equivalent.

Any other thoughts (XTRF included)?


Hyperlinked text in job instructions

Sancho Leath 2 years ago in Home Portal / Smart Projects updated 1 year ago 7

Has anyone found a way to hyperlink text in the job instructions of Smart Projects? XTRF Customization claims this is possible, but I haven't found a way to make it work yet.

When adding a URL with or without https, or an email address, in the job instructions of the Home Portal, this is rendered as a clickable link in the Vendor Portal job instructions. But how can you render hyperlinked text in the Vendor Portal, e.g. "Click here for further details" (with hyperlink pointing to specific URL reference)?

Under review

Finding vendors who've done # of jobs for a specific client?

Seyma Albarino 3 years ago in Home Portal / Smart Projects updated by Marek Joniec (XTRF Product Manager) 3 years ago 2

We want to identify potential editors for a specific client. In order to be considered, these vendors must already have worked on 50 or more translation or transcription jobs for this client. I'm having trouble pulling this data.

In the Vendors module, I can find vendors who have done at least 50 jobs, including at least one job for this client. This means that I'll sometimes find vendors who have done more than 50 jobs but only one or two jobs for the client. I don't want them to appear in my search because they aren't qualified to be considered for editing. 

In Projects > Jobs, I can find all the jobs a vendor has done for this client, but it's time-consuming to tally the number of jobs per vendor. 

How can I find vendors who've done 50 or more jobs for this specific client? Thanks.

Under review

System and user time zones

Sancho Leath 3 years ago in Home Portal / Smart Projects updated by Laura Jimenez 2 years ago 11

I could not find a UE thread or release note on this topic. Is anyone aware whether this issue has finally been fixed in the latest 8.x patches?

While the settings allow to differentiate between System and User time zones, this has not worked since its inception. Example: System time zone is the time zone of headquarters. User time zone varies depending on where the branches and vendors are located, or where you are currently working from if traveling. IP sets the User time zone. But to avoid confusion when working over several time zones, the System time zone is supposed to standardize time entries (project planning, deadlines, vacation planning, work logs, etc.).

Under review

Default specialization for clients

Laszlo Kovacs 4 years ago in Home Portal / Classic Projects updated 4 years ago 4

Do you know of a way to set a default specialization for a client?

It should be pre-selected whenever you create a project for that specific client.


Smart project deletion

ramy 4 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 8

How can i delete a smart project ? 

When i tried to delete a project,  i received this message " Smart project can't be removed ".


Exporting margin per language

Robrecht Belien 4 years ago in Home Portal / Smart Projects updated by mark 3 years ago 11


SInce the question about the word count was answered in a great way. I have a similar question for the margin. (We are using smart projects) 

Would it be possible to create a VC on job level to get the margin for that language combination? This would help us checking the jobs. 

Currently we report on margin on project level as a workaround.


How to modify "Client" field when project has already been created

Innovalang 4 years ago in Home Portal / Smart Projects updated by Mikołaj Pastuszko 4 years ago 7

A project has been created and a wrong Client has been associated to the project.

Is there a way to modify the "Client" when the project has been created?